Biography:

Mark Baycroft is a Partner at haysmacintyre focusing on Taxation for Owner Managed Businesses and Property Taxes, including capital gains, SDLT & ATED. He is a member of the CIOT, the ATT and the ICAEW. Mark has spent over 20 years at top 25 accountancy firms advising Owner Managed Businesses, but he enjoys creative thinking around challenging technical problems in any area of tax, particularly where multiple taxes are involved. He contributes to Tolley's Tax Planning.

Biography:

Tom Shaw is an Associate Director at Deloitte. He leads Deloitte’s response to Environmental Tax budget measures, and acts as a tax lead in Deloitte‘s Road to Net Zero/Climate group. He has over ten years' experience advising businesses in every sector on the effect of environmental taxes, in addition to VAT/GST systems, customs duties and other taxes, on their operations.

Tom specialises in global trends concerning carbon pricing instruments, associated taxation policy change and business transformation. He is a Chartered Tax Adviser and holds a first class degree in Mathematics.

Biography:

Amanda has 13 years practical experience with KPMG and PWC and worked with tax counsel on tax planning. She also worked as part of a Corporate finance team as the tax advisor for sales and purchases of companies/groups including listed groups.

Amanda has over 20 years’ experience in tax training and designs and writes the bespoke study manuals for the ADIT Energy Resources and Transfer Pricing papers as well as the classroom material for these papers.  She has also designed and written a lot of the classroom material for the ADIT paper 2.09 UK option and has reviewed the Paper 1 Principles of International Tax manual to ensure that it is syllabus focussed.

Amanda uses a lot of humour in her classroom courses and has a very practical approach to both the law and the exams.

Biography:

After finishing her A Levels, Juliet joined a small regional firm where she completed her AAT and ACA qualification before moving to a small firm in London where she became CTA qualified. While in practice she worked across the taxes and disciplines preparing accounts, auditing, VAT returns, corporate and personal tax, and work with trusts.

Juliet joined Tolley in 2017 having spent over 10 years with another well-known training provider. She teaches a range of subjects including Owner Managed Businesses and Inheritance Tax, Trusts and Estates.

Biography:

Claire is a partner specialising in incentives. She advises clients on all forms of management and employee incentive arrangements, including option plans and other share-based incentives, cash plans and UK tax-favoured plans. She works with clients from start-ups to listed multinationals in a variety of sectors, in particular technology, energy and infrastructure and life sciences.

During her career, as well as law Claire has worked in executive remuneration consulting and in-house reward which gives her a 360 view of incentives, enabling her to partner with her clients to find the right solutions for their businesses.

Biography:

Gill is a compelling seminar, in house and conference speaker with a strong gift for making topics in private client practice practical, engaging, authoritative and informative.

Gill works as a consultant and trainer with a number of large and small legal firms. She ran her own practice providing a consultancy service to practitioners on issues concerning Wills, Probate, Trusts and Tax between 1996-2013.

In 2000 Gill set up LawSkills Ltd offering technical and skills training for the Private Client Practitioner complemented by a dedicated and active website www.lawskills.co.uk.

Gill is author of The Law Society's Trust Practitioner's Handbook, Consultant editor for Tolley's IHT & Trusts & Estates online service, a solicitor with an MBA in Legal Practice Management and a consultant with Blake Morgan.  She is also a member of the Society of Trust and Estate Practitioners (STEP) UK Practice Committee and the Association of Taxation Technicians.

Biography:

Dr. Asif Zaman, alongside his academic career, also runs a private consultancy part-time. He is the founder and the CEO of EATAS Consulting LTD, UK (A Corporate Education and Training Consultancy). EATAS Consulting specialises in facilitating organisations adapting to the dynamic and complex business environment and advises corporates on organisational development, management, and leadership training to develop human capital.

Dr. Asif Zaman holds an MBA from the University of Wales, Institute Cardiff (UWIC), and a PhD in Corporate Finance / Islamic Banking and Finance from Cardiff Metropolitan University.

Affiliated professional bodies:

• Fellow of the Higher Education Authority (FHEA), UK since 2011
• Academic Fellow of The Association of International Accountants FAIA(ACAD) since April 2015
• CMBE (Certified Management and Business Educator) by CABS (Chartered Association of Business Schools) since March 2020
• Chartered Institute of Management Accountants (CIMA) (CIMA - Candidate), since 2017

His expertise lies in Islamic Banking and Finance, Corporate Finance and accounting, sustainable finance, and FinTech and Digital Finance.

Dr. Asif Zaman has over 20 years of extensive business management experience in diversified industries. His entrepreneurial expertise ranges from sales, retail, and project management to the property development sector. Before entering the world of academia, he successfully managed many small and medium-sized enterprises within the UK and internationally. He has worked with industry professionals in the financial sector for commercial and private lending.

Biography:

Adam is a partner and head of the Tax Disputes Resolution team at RPC LLP. He is an accredited mediator who advises on a wide range of contentious tax issues (direct and indirect), including HMRC enquiries and tax litigation. He also provides advice and assistance in cases of alleged tax fraud.

Adam has over thirty years’ experience in the contentious tax field, 16 years of which was spent at the Solicitor’s Office of HMRC. He has provided legal assistance in a large number of high-profile cases and has conducted litigation before the Tax Tribunals through to the Supreme Court and the Court of Justice of the European Union. He also has extensive experience of conducting group litigation and public law challenges by way of judicial review proceedings.

Adam writes and lectures widely on tax matters and is the author of a number of guidance notes written for Tolley's Online Guidance and PLC. He also contributes to Tolley's Practical Guide to Tax Disputes, and regularly writes for Tax Journal and Taxation.

Biography:

Liz is a partner in our Global Employer Services practice and leads Deloitte’s incentives and reward legal team. She is a solicitor with 20 years experience advising on all aspects of incentives and reward.

Liz advises on the full breadth of services relating to share plans, including the design of new plans, implementing plans and their day to day operation. She has substantial experience advising on all related incentives matters and the impact of corporate transactions on share plans. Liz has deep technical knowledge on the legal and tax aspects of incentives.

Liz’s clients include major listed companies and financial services clients. She works closely with heads of reward, heads of tax, company secretaries and share plan teams as well as remuneration committee members. She also contributes to Tolley's Tax Planning.

Biography:

Naomi Kakundu Mudyiwa holds a BCom LLB degree from the University of Cape Town and a Masters in Tax Law from the University of Pretoria. She has experience in providing international tax solutions to individuals and employees' taxes.

Naomi is the contributor for the South Africa country guide in Tolley’s Global Mobility/Employment Taxes.

Biography:

John Lindsay is a Consultant with Linklaters LLP. He has extensive experience of advising on corporate tax matters and in particular on the tax treatment of loan relationships and derivative contracts and on financing transactions. He is a contributor to Simon's Taxes, Tolley’s Tax Planning, and Finance Act Handbook.

Biography:

With more than 20 years of experience in both industry and consultancy across Europe, Africa, the Middle East, and Australia, Rubeena specializes in cross-border taxation and transfer pricing in Africa and the Middle East.

She is a Fellow of the Institute of Chartered Accountants in England and Wales and qualified in International Tax and Transfer Pricing at the Chartered Institute of Taxation UK.

Rubeena is the author of the Mauritius country guide in Tolley’s Global Mobility/Employment Taxes.

Biography:

Andrew Constable BA (Hons) FCA CTA is a tax partner at Moore Kingston Smith LLP. He joined the firm as a trainee accountant in 2004, and has specialised in tax since 2007. He became a partner in 2016. Andrew supports and advises businesses of all sizes and, in many cases, the owners of those businesses. He works with businesses in a variety of sectors, with professional firms and property being areas of particular focus. He sits on the CIOT’s Owner Managed Business Technical Committee and the ICAEW Tax Faculty’s SME Business Tax Committee.

Biography:

Duncan has nearly 30 years experience in corporate tax, working for a number of Big 4 firms and in the UK, Guernsey and The Netherlands.  He has always had a particular interest in international tax issues.

ATT, CTA and ADIT qualified, he has been a full-time tax lecturer since 2007 and joined Tolley in 2016 after spending nine years at EY in their Corporate Tax Training department.  Whilst at EY he was the lead tutor on international tax and successfully completed his ADIT qualification.

He is an engaging lecturer and a firm believer that ADIT represents a hugely valuable qualification in a globalised world.

He teaches ATT, CTA and ADIT including experience of teaching ADIT in Cyprus.

Biography:

Professional Experience:

Ruslan spent ten years in the commercial banking industry, after which he moved to the accounting and consulting sector where he has been working for the past 10 years.

He is passionate about supporting and guiding mid-market enterprise clients.

Ruslan holds a Master's Degree in Economics and obtained his CPA designation in Alberta.

He is a contributor to the Canada country guide in Tolley's Global VAT.

Expertise:

• Financial and Operating Analysis
• Corporate and Personal Taxation
• Full cycle of Corporate Accounting and Reporting
• Data Analysis and Business Intelligence
• CFO and Controller role for public and private clients
• Business Intelligence at University of Calgary
• Financial Counsellor at Institute of Canadian Bankers
• Fluent in English, Romanian, Russian

Biography:

After studying accountancy at the LSE, Roderick changed to the law and became a solicitor, and, until 1996, headed pension and employment law in the corporate/commercial firm KJD in Stoke-on-Trent, as the only pension law solicitor between Birmingham and Manchester. In that year he started his sole practice from home, specialising in pensions, largely helping other solicitors when they have pension law problems and need a specialist on their team or to whom to refer their clients. Roderick also contributes to New Law Journal and other LexisNexis publications. His leisure time is split between gardening, old cars and reading and writing.

Biography:

The Venture Capital Tax Reliefs (Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS) and Venture Capital Trusts (VCT)) are a key part of the UK Government’s strategy to help small and growing businesses raise much-needed capital.

Philip Hare & Associates LLP specialises in these tax reliefs, and advises businesses looking to raise money under these schemes, and deals with HMRC on their behalf. We work alongside other intermediaries, such as lawyers, brokers and fund managers.

Biography:

Sharon McKie is a partner in McKie & Co which won the ‘Best Tax Consultancy Team’ award in the 2012 and 2015 Taxation Awards and the Society of Trust & Estate Practitioners award for ‘Boutique Firm of the Year’ in 2009/2010 and was most recently shortlisted in 2019.

Sharon specialises in private client taxation providing bespoke tax advice to solicitors, accountants and private clients themselves.  She advises frequently on international issues affecting the private client including domicile and changes of residence status.  In addition, she has a particular expertise in the management of complex tax legislation and the provision of expert witness reports.

She is the joint author of Tolley’s Estate Planning and McKie on Statutory Residence.

She was awarded the Chartered Institute of Taxation’s Fellowship Medal for the best fellowship submission of the year in 2014.

She is a member of both the Private Client (UK) and Private Client (International) sub-committees of the Chartered Institute of Taxation.